Remote opportunity at
MoneyboxFinancial Coach
Moneybox, an award-winning wealth management platform serving nearly two million people, is seeking a Financial Coach to join its growing team. In this full-time remote role,…
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About This Role
Moneybox, an award-winning wealth management platform serving nearly two million people, is seeking a Financial Coach to join its growing team. In this full-time remote role, you will serve as the primary contact for customers navigating their advice journey, helping them build trust, understand their goals, and implement recommended financial plans. This position suits professionals with a strong background in financial services who excel at communication and relationship management. You…
Job Description
Moneybox, an award-winning wealth management platform serving nearly two million people, is seeking a Financial Coach to join its growing team. In this full-time remote role, you will serve as the primary contact for customers navigating their advice journey, helping them build trust, understand their goals, and implement recommended financial plans.
This position suits professionals with a strong background in financial services who excel at communication and relationship management. You will guide clients through initial and ongoing advice experiences, answer inquiries, validate customer details, and provide personal accountability to help them achieve good outcomes. When required, you will also deliver non-advised coaching services on behalf of Digital Moneybox Limited.
Working at Moneybox involves structuring customer-facing time around bookable calendar slots, alongside team collaboration and handling escalations. The advice service operates during standard UK business hours. Candidates must be based within the UK, as overseas applications and visa sponsorships are not available for this opening.
Responsibilities
- Act as the initial and ongoing primary contact for customers throughout their advice journey
- Listen to clients, understand their goals, and collect and validate necessary customer information
- Build trust and help customers who may feel unfamiliar with financial services feel comfortable and confident
- Answer customer questions and provide implementation support and personal accountability for recommended plans
- Deliver updates and interventions at key times using company advice engine and CRM technology
- Spot new advice needs and escalate cases to a Financial Adviser when appropriate
- Provide non-advised coaching services to customers on behalf of Digital Moneybox Limited when required
- Maintain professional knowledge and complete agreed levels of continuous professional development annually
Requirements
- RO4 qualification, along with either RO1 or a level 3 certificate in Financial Services (or equivalent) attained within 6 months of joining if not already held
- Excellent communication and engagement skills via phone and video calls
- Ability to handle customer objections and complaints effectively
- Strong relationship-building skills with both customers and colleagues
- Comfort and speed in adopting and utilizing new technology and processes
- High organizational skills with the ability to meet deadlines, multitask, and manage competing priorities
- Experience in a customer-facing role within financial services
- Understanding of Consumer Duty and a commitment to positive customer outcomes
- Experience working in a regulated environment within a risk-controlled framework
- Solid knowledge of UK pensions, ISAs, and investment products, including their benefits, risks, and tax treatments
- Must be based within the UK
Qualifications
- Regulated Diploma in Financial Planning or equivalent level 4 qualification
- Previous knowledge and background in financial advice
- Experience leading small or large change projects that enhanced customer experience
- Deep knowledge of Moneybox
- Interest in machine learning and artificial intelligence applications for customer experience
Core Skills
Benefits
- Company pension scheme
- Company bonus scheme
- Home office furniture allowance
- Personal Annual Learning and Development budget
- Private Medical Insurance
- Health Cash Plan providing cashback on everyday healthcare like dental and opticians
- Cycle to work scheme
- CycleSaver bike-share subscription
- Wellhub subscription for gyms and wellbeing apps
- Enhanced parental pay and leave
- 25 days of holiday plus bank holidays, with additional days based on length of service
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this position fully remote?
Yes, this is a remote role, though candidates must be based within the UK.
What are the working hours for this role?
The advice service operates within standard UK business hours at launch, with customer-facing time structured around bookable slots.
What is the salary for the Financial Coach position?
The salary is not stated in the source posting.
Are visa sponsorships available for this job?
No, Moneybox cannot offer visa sponsorship for this role and cannot consider overseas applications.
What specific certifications or qualifications are mandatory?
An RO4 qualification is mandatory, along with either RO1 or a level 3 certificate in Financial Services (or equivalent), which can be attained within 6 months of joining if not already in place.
Sample Interview Questions
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